FACTORPOINT PLANNING, LLC of PITTSFORD, NY is an SEC-registered investment adviser (CRD 341229). Regulatory assets under management: $287.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Rachel Lynn Krokenberger | MEMBER AND CHIEF MARKETING OFFICER; SOLE MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Kurt James Krokenberger | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Frederick Krokenberger | MANAGING MEMBER | — |